EQTIX
Price
$16.65
Change
-$0.06 (-0.36%)
Updated
May 23 closing price
Net Assets
882.97M
SCCUX
Price
$10.72
Change
-$0.05 (-0.46%)
Updated
May 23 closing price
Net Assets
184.65M
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EQTIX vs SCCUX

Header iconEQTIX vs SCCUX Comparison
Open Charts EQTIX vs SCCUXBanner chart's image
Shelton Equity Income Investor
Price$16.65
Change-$0.06 (-0.36%)
VolumeN/A
Net Assets882.97M
Invesco Income Advantage U.S. Fund C
Price$10.72
Change-$0.05 (-0.46%)
VolumeN/A
Net Assets184.65M
EQTIX vs SCCUX Comparison Chart
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EQTIX vs. SCCUX commentary
May 25, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is EQTIX is a Buy and SCCUX is a Buy.

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FUNDAMENTALS
Fundamentals
EQTIX has more cash in the bank: 883M vs. SCCUX (185M). EQTIX pays higher dividends than SCCUX: EQTIX (10.01) vs SCCUX (5.84). EQTIX was incepted earlier than SCCUX: EQTIX (29 years) vs SCCUX (19 years). SCCUX (1.90) is less costly to investors than EQTIX (0.67). EQTIX is a more actively managed with annual turnover of: 74.00 vs. SCCUX (54.00). EQTIX (1000) and SCCUX (1000) have matching initial minimum investment requirements. SCCUX annual gain was more profitable for investors over the last year : 8.84 vs. EQTIX (8.30). EQTIX return over 5 years is better than : 49.24 vs. SCCUX (45.47).
EQTIXSCCUXEQTIX / SCCUX
Total Expense Ratio0.671.8836%
Annual Report Gross Expense Ratio0.671.9035%
Fund Existence29 years19 years-
Gain YTD-0.7480.545-137%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets883M185M477%
Annual Yield % from dividends10.015.84171%
Returns for 1 year8.308.8494%
Returns for 3 years34.2335.1997%
Returns for 5 years49.2445.47108%
Returns for 10 years8.0934.1224%
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